Michael Dell says "Sure" when asked about using AM

[slvr_phoenix]

And now we hear this. Like I said though, until K8man says it's so...

It's been my experience with analysts that they rarely know what they're talking about. Especially when they're talking about Dell using AMD. Honestly, I don't know why people even listen to them. I don't know how they keep their jobs, other than the general stupidity of mankind. **shrug**

 

[bourgeoisdude]

I can't believe what I'm reading. He said it could be ANNOUNCED as early as March. Announce != Released.

 

[slvr_phoenix]

'Em are some mighty big letters you have there son. :lol:

 

[ltcommander_data]

The Inquirer just released an article, more of an opinion, today which mirrors what I was saying yesterday. It doesn't seem realistic that Dell will launch in March as its too soon. Especially if they're launching on notebooks when Core Duo is superior to Turion, at least until Socket S1 is released, which won't be until April. They also agree with what I said about a server implementation making more sense. I wonder if The Inquirer is just reading my post and rehashing it? In any case, that would be the logical choice.

http://www.theinquirer.net/?article=29422

Personally, I think this is Dell throwing a childish temper tantrum. Dell has always been at the head of the Tier 1 manufacturers getting preferential treatment. Now Apple jumps on board and a few months later they are the only ones shipping Yonah in volumes. Dell is only getting ready to ship Core Duo notebooks now, sometime this month, which is a month behind Apple.

http://www.theinquirer.net/?article=29408

He's probably hoping to force Intel to not take them for granted. In the end, Dell will probably quiet down once Intel passes on the savings from the 65nm transition and the dual common die approach from Cedar Mill and Presler. Dell would also want to rack up the pressure in anticipation for Intel's chipset transition from 130nm to 90nm and 200mm wafers to 300mm wafers. Intel could easily cut chipset prices by 50% after the transition and still be increasing yields and profit margins.

 

[Heyyou27]

He has the business and low end computer user covered, now he wants the enthusiast.

He ain't touching us that's for sure!
Because everyone knows real enthusiasts build their own PCs.

 

[bourgeoisdude]

'Em are some mighty big letters you have there son. :lol:

Yeah, I was a little harsh...they're smaller now 😀

 

[bourgeoisdude]

What I want to know (having read the inquirer articles) is where " Martin Lynch" gets his info. AMD has so much better manufacturing capability now that it can handle Dell and then some--they've just opened new facilities in several places, not to mention the big Fab 36 in Dresden: http://www.amd.com/us-en/Corporate/AboutAMD/0,,51_52_502_509,00.html (See FAB 36), http://www.amd.com/us-en/Corporate/AboutAMD/0,,51_52_1991~101840,00.html